§ EQUITY
USD

IWL

ISHARES RUSSELL TOP 200 ETF
USD
LAST
n/a
n/aPREV CLOSE · n/a
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX

§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY

§ 05 · WHO OWNS IT
Top institutional holders
All holders →
FundShares% portΔ Q/Q
Gilbert & Cook, Inc.516K10.7%+1%
Morgan Stanley IM506K0.0%−26%
TOMPKINS FINANCIAL CORP496K6.3%−13%
Richmond Investment Services, LLC410K10.6%+3%
LPL Financial LLC378K0.0%+33%
Lido Advisors, LLC371K0.2%−3%
AC INTELLIGENCE

Top institutional owners for IWL as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.

§ 06 · WHO OWNS IT · BY STRATEGY

OTHER68.2% · 194 holders
DEALER / BANK26.2% · 22 holders
QUALITY / COMPOUNDER4.6% · 5 holders
TACTICAL / MACRO0.6% · 1 holder
INCOME / DEFENSIVE0.2% · 1 holder
PASSIVE / INDEX0.1% · 1 holder
SYSTEMATIC / QUANT0.0% · 1 holder
AC INTELLIGENCE

Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.

§ 07 · INSIDER ACTIVITY · LAST 180 DAYS

NO INSIDER FILINGS
AC INTELLIGENCE

No Form 4 filings on record for IWL in the last 180 days.

§ 08 · COVERAGE · OUR RECENT NOTES

No notes mention IWL yet.